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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,561 | $101,795-56.2% | $165,100-73.0% | $80,959-45.0% |
| Participation rate | 51.9% | 71.8%-20.0pp | 78.6%-26.8pp | 67.7%-15.8pp |
| Annual return | 12.35% | 16.73%-4.4pp | 70.21%-57.9pp | 35.67%-23.3pp |
| Employer contribution / active EE | $2,977 | $2,954+0.8% | $4,348-31.5% | $2,757+8.0% |
| Participant deferral / active EE | $4,892 | $4,476+9.3% | $6,035-18.9% | $4,300+13.8% |
| Admin fee / account holder | $8,279 | $8,221+0.7% | $12,696-34.8% | $6,925+19.6% |